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Disclosery

Ethic Inc.: SMFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethic Inc. on SMFG, newest first. How the timeline and the estimate are built.

Ethic Inc. held 461,574 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 461,574 shares
    Change vs previous 13F +59,829 shares

    0.14% of the 13F portfolio, value $10,883,907.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 401,745 shares
    Change vs previous 13F +16,722 shares

    0.12% of the 13F portfolio, value $7,934,462.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 385,023 shares
    Change vs previous 13F +8,054 shares

    0.11% of the 13F portfolio, value $7,442,488.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 376,969 shares
    Change vs previous 13F +19,072 shares

    0.1% of the 13F portfolio, value $6,310,454.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 357,897 shares
    Change vs previous 13F -34,776 shares

    0.1% of the 13F portfolio, value $5,440,035.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 392,673 shares
    Change vs previous 13F -22,939 shares

    0.12% of the 13F portfolio, value $5,921,509.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 415,612 shares
    Change vs previous 13F +46,640 shares

    0.12% of the 13F portfolio, value $6,022,218.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 368,972 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,342,797.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).